Germany’s fiscal expansion may boost economic growth in the long term The ambiguity surrounding US tariffs and their implementation is raising fears among businesses and consumers that could weigh on economic growth over the medium to long term, while having a temporary effect on inflation. Combining this uncertainty with the high valuations in US stocks and the fiscal announcements outside the US, has resulted in the divergence in performances between the US, European and Chinese equities. Amundi presents its latest Global Investment Views.
French tax reform boosted retirement savings, with higher-income, older workers contributing more after the 2019 Loi Pacte introduced pre-tax incentives, according to an Amundi white paper analysing 1.4 million workers.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether the previous strategies will continue well in a new regime.
Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on any substitute for going out and meeting companies on the road.
Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.
Alison Shimada from Allspring Global Investments shares insights with Giselle Roux from The Inside Network on secrets to successful EM investing.
Alison Shimada from Allspring Global Investments shares insights with Giselle Roux from The Inside Network on growth drivers.
Alison Shimada from Allspring Global Investments shares insights with Giselle Roux from The Inside Network on great EM expectations.
Alison Shimada from Allspring Global Investments goes in-depth with Giselle Roux from The Inside Network on the focus on total shareholder returns differentiates this EM strategy.
